Jerry Davidse

CEO at Presilium Private Wealth

Role
CEO at Presilium Private Wealth
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jerry Davidse

Jerry has worked closely with leading families across the U.S. as a wealth manager since…

Experience

  1. CEO

    Presilium Private Wealth

    Apr 2022 — Present · Philadelphia, PA, US

    With our financial insight and industry experience, we create comprehensive plans that can navigate ever-changing markets, life events, and goals. Our demeanor and balanced approach to decision-making gives our clients confidence in their financial well-being. Presilium Private Wealth is an independent registered investment adviser, providing successful people with calming, simplifying solutions backed by detailed financial plans. We help clients take a holistic view of their current situation in order to build a path to the financial future they aspire to.

Education

  • Villanova University

    Bachelor's Degree, Bachelor of Science in Accounting and Bachelor of Arts in Marketing

    1997 — 2001

Skills

  • Wealth Management
  • Risk Management
  • Investment Strategy

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Jerry Davidse — CEO at Presilium Private Wealth in Philadelphia, PA, US | Unifers